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CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    From the Desk of the Chief Investment Officer 2024

    Lessons from the Diamond: Applying Baseball's Mindset to Investing Of all the great things I love about summertime, the one thing that stands out to me is baseball. In fact, as I write this it is All-Star week for Major League Baseball, and I recently watched the Home Run Derby. Watching the most talented professionals in the game hit with such relaxation, it struck me how important it is to play "loose" and without stress. This is when we perform at our best. The derby exemplified this perfectly, with the batting practice pitcher lobbing pitch after pitch to batters who, with seemingly effortless swings, deposited many of them far into the outfield bleachers. The batters were so laid back that they weren't even wearing helmets!

    2024 Newsletter - Reflecting on the Evolving World of Equity Markets

    A new year is here, and with it, an opportunity to send you my January letter, as has now become...

    2023 Mid-Year Newsletter - Perfectly Human

    Once again, we find ourselves at the mid-point of a year. As with any point in time, not only are...

    From the Desk of the Chief Investment Officer

    Will your team win? A Story the Super Bowl Can Teach All Investors As a lifelong athlete and a huge...

    2022 Q3 Newsletter - Sweet Are The Uses Of Adversity

    As we plod through our third bear market in four years, there’s a certain weariness that’s set in....

    2021 Q3 Newsletter – Fundamentals

    There’s a saying in aviation, "There are old pilots, and there are bold pilots. But there are no...

    2021 Q1 Newsletter – Lessons Learned

    Dear Clients, It’s rare that we see a year – both in the markets and in the broader economy – that...